Step 3 : Create Connections
Part of the power of Nintex Workflow Cloud is the ability for your workflows to seamlessly integrate and interact with SaaS providers such as Box, Google Drive etc. These connectorsService used to define a connection required for associated actions and start events. Examples include Salesforce and Box. Method of integration to cloud services, business applications and content stores. allow you to quickly pull in data from these third-party apps into your existing workflows and send data from your workflows to the apps. This means that every time you build a workflow that requires data from the apps, you can connect it to the workflow with no coding required.
Open the Connections page
On the top navigation bar, click Automate.
- On the left, click Connections.
Add a connection
You can create connections from the Automate or Designer page.
Follow these steps to add a connection in the Connections page. You can also add connections while designing your workflow. For designer steps to add connections, see Connectors.
Obtain credentials and other requirements
Browser-stored credentials are accessed for new connections. Either clear credentials from memory or make sure the stored credentials are for the correct environment. For example, if you intend to create a connection to a Salesforce sandbox environment, then make sure the browser-stored Salesforce credentials are for the sandbox environment rather than another Salesforce environment.
For other items required for your connection, see Connectors.
On the Connections page, click Add new.
- In the Add a new connection section, do the following.
Recommendation for connector naming
- Select a connector service, such as Salesforce.
- Enter a name for the connection.
To make it easier to identify connectors created, we recommend using a name that is easily identifiable. You can use a naming convention such as the one given below:
For example, SFDC Sandbox-https://<environment>.email@example.com
- Fill in other fields as required. See Connectors.
The entered name is validated for uniqueness. A new tab appears, prompting you for credentials to the selected connector service. The URL for the connector service, including domain, is indicated above the credential fields.
Upon successful login, a message appears prompting you to grant or deny access to Nintex Workflow Cloud.
Click the option to grant access.
The tab is closed and a confirmation message appears. The connection is now ready to use in workflow start events and actions during workflow design.
For more information about Connections, see Connections.